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Associate Planner
| Company | TD Bank |
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| Location | Scarborough, ON, Canada |
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| Salary | $60000 – $70000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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Requirements
- University Degree and/or 3-5 years industry experience
- Canadian Securities Course (CSC) required.
- CIRO license preferred (required within first 90 days in role)
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role
- IQPF licensing required prior to start date (for Quebec only)
- Complete Wealth Management Essentials (WME) within first 30 months in role
- Achieve Certified Financial Planner designation within first 3 years in role
- Deep understanding of the industry, competitive landscape and economic market issues
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.
- Fluent in English and Greek languages
Responsibilities
- Identify your client’s life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
- Contribute to team and department goals while strengthening customer service and dedication.
- Monitor service, productivity and assess efficiency and implement continuous improvements.
- Be knowledgeable of best practices and procedures and stay ahead of emerging trends
- Acquire and apply expertise, provide mentorship, assistance and direction to others
- Maintain a culture of risk management and control, supported by aligned risk appetite
- Participate fully as a member of the team, support a positive and service-oriented work environment
Preferred Qualifications
No preferred qualifications provided.
